top of page
Container Yard


Opportunities and Challenges:

Seaports experience a period of stable and predictable growth over the last decade. The COVID pandemic created massive oscillations within the network, but allowed container shipping companies to increase prices and generate supra-normal profits. The additional capital has been redeployed to purchase airlines, freight forwarding companies, and new vessels to be delivered between 2023-2025 just as the market is likely to experience a slowdown in demand. This coming overcapacity in supply will provide a challenge for the seaports logistics industry. Labor shortages, real estate bottlenecks, and environmental regulations of both ships and drayage vehicles are additional pressure points for the seaport logistics market and will be heavily influenced on local dynamics. 

Changing trade flows could cause East Coast ports to take volume share as shipments from Asia, specifically textile shipments from the South, could shift freight through the Suez Canal. Additionally, nearshoring and future geopolitical volatility creates further uncertainty for the structure of the seaport and logistics market.  

Industry Sub-segments: 

  • Seaport Authorities and Local Government

  • Container Terminal Operators

  • FCL Port Transloading Providers

  • Specialized LCL Consolidation and De-consolidation Providers

  • Port Logistics and Transloading Companies

  • Asset and Non-Asset Based Drayage Providers

  • Container Services and MRO Repair

  • Container and Intermodal Equipment Lessors

  • Industrial Real Estate

  • Global Container Shipping Providers​

  • Freight Forwarders

  • Private Equity Infrastructure Investors

Previous Experience:

  • Buy-side M&A due diligence for PE PortCo, public, and family owned drayage and transload companies

  • Sell-side next investor studies for deconsolidation, transloading, and container depot providers

  • Extensive work surrounding network economics of port transload, intermodal operations, and container depot operations 

  • New market entry and growth studies for a key canal to outline distinct throughput scenarios and underlying ship traffic demand

  • Procurement optimization in intermodal and drayage sub-segments

  • Creditor advisory services to determine M&A attractiveness of distressed assets

bottom of page